Smart IT automation for financial enterprise

IBM Software Tivoli

Case Study

Western Federal Credit Union Achieves cost reduction with improved endpoint management

Overview Challenge Western Federal Credit Union found manual software distribution and update processes to be costly, slow and ineffective. IT staff had minimal visibility into asset inventory and software usage.

Solution IBM Tivoli Endpoint Manager, built on BigFix technology, provides a single, unified management console to automate endpoint management—significantly improving patching and reducing the person-hours associated with software distribution and updates.

Benefits Increased patch compliance across a distributed network; 50 percent reduction in labor costs; real-time visibility into asset inventory and software usage to improve licensing true-ups

Western Federal Credit Union is one of the nation’s leading credit unions with over $1.4 billion in assets and 120,000 members across the country.

As a multistate, multisponsor credit union, Western Federal Credit Union has a diverse group of sponsor companies in its field of membership in industries such as information technology, automotive, airline, retail, service, manufacturing and aerospace. The Risk Management and Information Security organization supports 430 employees in 32 branches located in 10 states across four time zones.

With a lean team of three, the credit union’s Information Security team looked for a solution that could enable it to do more with less.

Optimizing resources is critical, since there are no local IT staff members at remote branches.

Specifically, the group struggled with a labor-intensive, manual patch management process that lacked real-time visibility—particularly for roaming and remote assets. Without a timely, accurate and automated asset inventory, it was virtually impossible to get a grasp on the security configuration and compliance status of their servers, desktops and laptops.

Automating endpoint management Using the power of IBM® Tivoli® Endpoint Manager, built on BigFix® technology, the team can do more with less. Automated, real-time asset inventory provides certainty in terms of policy compliance and effective risk mitigation across the 600-workstation and 100-server environment.

Rather than scheduling staff to perform after hours and weekend operational tasks manually, these are executed automatically with Tivoli Endpoint Manager. Most notably, the team uses the software’s baselining capability to target the specific machines that require a particular patch or update—without any manual intervention. Unlike alternatives that require a server-based scan to validate patch installation, the software agent reports immediately on patch compliance status allowing the team to achieve unparalleled accuracy.

IBM Software Tivoli

Case Study

“We can push the patch and we literally watch the policy get applied, go to 100 percent, and attain current status.

With the laptop users and people coming in and out of the environment, we liked that machines get their updates the next time they come online” —Nate Howe, Security Officer, Risk Management, Western Federal Credit Union

Optimizing resources and productivity Thanks to these improvements, the team has maximized its resources.

IT personnel are accomplishing greater levels of visibility and control with a single administrator focused on server and workstation management, rather than the two that were struggling with these tasks previously.

Using the software’s single, unified management console to service both the server and workstation communities streamlines IT operations, improves accuracy and speeds the time to remediation.

Segmenting the assets based on location, priority or configuration baseline is a key aspect of the deployment process. The Risk Management and Information Security team has classified computer groups based on specific characteristics captured through the software’s retrievedproperties utility. One aspect is asset location. For example, if staff need to execute a change on the computers for the credit union’s Virginia branches, targeting is easy since Tivoli Endpoint Manager can automatically segment these assets into a computer grouping. Other groupings can also be configured based on a wide variety of computer properties (e.g., operating system version, hostname, IP address range, CPU type, processor speed, etc.). The software’s awareness of Active Directory data is also leveraged when automating this process.

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IBM Software Tivoli

Case Study

Solution components: Software ●

IBM® Tivoli® Endpoint Manager, built on BigFix® technology

“There’s no need to scan your endpoints because changes constantly trickle in to the console. Essentially, the machines report on themselves.

When we make a change to a machine, the console is accurate within a matter of minutes. We didn’t find any other system that matched that level of accuracy with a real-time view of our assets.”

—Nate Howe

This level of precise automation optimizes the workflow and improves branch office productivity. Nate Howe, Security Officer of Risk Management for Western Federal Credit Union, explains the benefits of this approach. “Now that we have this level of visibility and control, we don’t need to bother the branch manager with giving us the names of the machines in that office. We have that instant visibility.”

A new level of accuracy After evaluating offerings from vendors such as PatchLink, LANDesk, Shavlik, Altiris, and McAfee, the team selected BigFix technology, now IBM Tivoli Endpoint Manager, for the accuracy and speed delivered by its distributed intelligent agent architecture. The software’s high performance, unified management approach enables Western Federal Credit Union to obtain real-time certainty into the configuration status and policy compliance of all its assets throughout the network.

Unlike alternative solutions that require a rescan after each patch installation, Tivoli Endpoint Manager delivers instant validation that a patch has been successfully installed because it doesn’t rely on a server to do the verification and analysis. As Nate Howe explains, “There’s no need to scan your endpoints because changes constantly trickle in to the console.

Essentially, the machines report on themselves. When we make a change to a machine, the console is accurate within a matter of minutes. We didn’t find any other system that matched that level of accuracy with a real-time view of our assets.”

These levels of accuracy have extended beyond those servers and desktops located within the credit union network to roaming users that are intermittently connected. “We push the patch and we literally watch the policy get applied, go to 100 percent and attain current status,” says Nate Howe.

“With the laptop users and people coming in and out of the environment, we liked that machines get their updates the next time they come online.”

Looking ahead The Risk Management and Information Security team has plans to migrate its anti-virus and anti-spyware software to a new vendor and wants to avoid the time, hassle and risks associated with this type of project. The team is planning to use Tivoli Endpoint Manager to facilitate the migration, by automatically targeting the machines that need the uninstall; performing an automated, remote uninstall; quarantining the machines during the removal process; installing the new software; and validating successful installation and configuration of the new signature updates. Additionally, real-time reporting will give the team a detailed inventory of the state of the migration across the network.

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For more information To learn more about IBM Tivoli Endpoint Manager, built on BigFix technology, please contact your IBM sales representative or IBM Business Partner, or visit the following website: ibm.com/tivoli/endpoint You can get even more out of Tivoli software by participating in independently run Tivoli User Groups around the world. Learn about opportunities near you at: www.tivoli-ug.org For more information on Western Federal Credit Union, visit: www.western.org

© Copyright IBM Corporation 2011 IBM Corporation Software Group Route 100 Somers, NY 10589 U.S.A. Produced in the United States of America February 2011 All Rights Reserved IBM, the IBM logo, ibm.com, BigFix and Tivoli are trademarks of International Business Machines Corporation, registered in many jurisdictions worldwide. If these and other IBM trademarked terms are marked on their first occurrence in this information with a trademark symbol (® or ™), these symbols indicate U.S. registered or common law trademarks owned by IBM at the time this information was published.

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